Ethercycle

Ethercycle — 24 months of complete raw Shopify analytics from 10 established seven- and eight-figure stores: 94M sessions, $2.2M orders, $274M revenue, July 2024 - August 2026, with channel attribution by Shopify's last-non-direct-click model — including a monthly AI-assistant referral series (ChatGPT, Perplexity, Gemini, Copilot, Claude) overlaid against dated AI product launches, a Shop-app channel series, a first-time-vs-repeat-buyer split per channel, AOV and net-revenue-per-session per channel, and a bot-detection layer separating measured bot sessions from human traffic within Direct/Em…

Ethercycle offers (Alternative, Fundamental) — 94,000,000 sessions, 2,200,000 orders and $274,000,000 revenue across 10 stores over 26 months of monthly records; plus an original bench test of 216 AI-assistant conversations and 1,919 captured links. The underlying order-level records (2.2M orders with channel and new/repeat attribution) are the licensable layer beneath the published aggregates..

A 26-month event-study panel tying dated AI product launches to measured store revenue — the cleanest available causal record of what each AI-shopping feature actually did to commerce, since the launch dates and the revenue series are already aligned on real cash rather than on traffic proxies; new-customer acquisition labels for evaluating whether AI referral is incremental versus cannibalising (85% first-time buyers is a direct incrementality signal); the link-tagging bench test as calibration data for correcting AI-traffic undercounting across the whole industry — arguably the single most reusable artifact for any buyer building an AI-attribution product; bot-contamination ground truth for cleaning channel analytics; and channel-level revenue-per-session series as an alternative signal for retail/e-commerce fundamentals.

Coverage spans US; Application Software, Multiline & Direct Marketing Retail; alternative, fundamental; equities.